BRONSON POINT MANAGEMENT LLC Information

1960 BRONSON ROAD, FAIRFIELD, Connecticut, 06824, (203) 292-2800

Report Date: 12/31/2014

Position Statistics

Total Positions 79
New Positions 20
Increased Positions 32
Decreased Positions 47
Positions with Activity 79
Sold Out Positions 27
Total Mkt Value (in $ millions) 1,281

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 7.24%
Capital Goods 8.51%
Conglomerates
Consumer Cyclical 7.03%
Consumer/Non-Cyclical 8.99%
Energy 0.33%
Financial 14.73%
Healthcare
Services 37.64%
Technology 4.91%
Transportation
Utilities 1.35%

32 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LIBERTY GLOBAL PLC SHS CL C 91,893 13,128 16.67 1,750,000
ALLISON TRANSMISSION HLDGS INC COM 46,326 7,688 19.90 1,437,350
PANERA BREAD CO CL A 41,747 37,771 950.04 255,800
IAC INTERACTIVECORP COM PAR $.001 34,011 9,525 38.90 496,300
STARWOOD HOTELS&RESORTS WRLDWD COM 31,793 31,793 New 383,700
DISH NETWORK CORP CL A 31,588 25,914 456.67 417,500
TYSON FOODS INC CL A 30,518 30,518 New 723,700
ALLY FINL INC COM 27,859 27,859 New 1,381,200
CIT GROUP INC COM NEW 26,397 26,397 New 567,800
BURLINGTON STORES INC COM 25,815 14,591 130 460,000
DANAHER CORP DEL COM 24,605 7,111 40.65 281,300
DOLLAR TREE INC COM 22,481 22,481 New 281,300
CBS CORP (CLASS B) CL B 22,113 19,025 616.20 358,100
YAHOO INC COM 20,308 20,308 New 460,400
HARLEY-DAVIDSON INC COM 19,970 16,716 513.80 306,900
UNITED TECHNOLOGIES CORP COM 18,910 18,910 New 153,500
TWENTY FIRST CENTY FOX INC CL A 17,978 2,159 13.64 511,400
TRANSCANADA CORP COM 17,240 17,240 New 391,200
ROVI CORP COM 14,636 14,636 New 639,400
REALOGY HLDGS CORP COM 13,589 13,589 New 291,600